Wealthspire Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,618 shares of PEJ stock, worth $297,866. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,618
Previous 5,771 2.65%
Holding current value
$297,866
Previous $275,000 6.55%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$47.03 - $55.28 $7,195 - $8,457
-153 Reduced 2.65%
5,618 $293,000
Q3 2024

Nov 13, 2024
BUY
$42.41 - $47.94 $6,488 - $7,334
153 Added 2.72%
5,771 $275,000
Q2 2024

Aug 08, 2024
BUY
$43.39 - $46.24 $243,765 - $259,776
5,618 New
5,618 $255,000

Others Institutions Holding PEJ

# of Institutions
111
Shares Held
1.86M
Call Options Held
1.2K
Put Options Held
7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEJ Quotes by TradingView
  • Ticker PEJ
  • Sector ETFs
  • Industry ETFs
More about PEJ
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email